SMART FAMILY FOUNDATION OF NEW YORK: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SMART FAMILY FOUNDATION OF NEW YORK (EIN 81-3395492)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349101577
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T11:13:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814236823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INNOVATIVE CPA GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ENTERPRISE DRIVE SUITE 210 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813395492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART FAMILY FOUNDATION OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAR | BusinessNameControlTxt |
| Phone | 9146322762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333A NORTH AVENUE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 108042120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SMART | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9146322762 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA J MATOCHA | PreparerPersonNm |
| PTIN | P00572001 | PTIN |
| Phone | 2034890612 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,327,431 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,415,871 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,415,871 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,621,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,121,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,621,171 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,037,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,037,042 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $252,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $202,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $27,475 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,495 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $21,980 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,773 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,155 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,618 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,657 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,731 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,926 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,618 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,124 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $343,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $311,239 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,699 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,286 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $777 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $32,283 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,457 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,826 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,775 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,096 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $847,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $428,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $377,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,148,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,148,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,995,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $428,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,526,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,608,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $274,966 | CashBOYAmt |
| Cash EOY | $703,980 | CashEOYAmt |
| Cash EOYFMV | $703,980 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,078,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,196,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,196,289 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,433,158 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,523,416 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,263,873 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,037,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,306,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,491,211 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,955,944 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,300,477 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,728,643 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,809,262 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,555,076 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,734,246 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,295 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,106 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $3,189 | LandEOYAmt |
| Land EOYFMV | $3,189 | LandEOYFMVAmt |
| Other Assets BOY | $206,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $206,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $206,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,795,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,794,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,327,431 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $32,967 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,863 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $32,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,863 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $49,762,739 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,788,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,762,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,788,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,795,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,794,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,762,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,366 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,804,105 | SubtotalAmt |
| Other Decreases | $16,094 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,788,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BANK OF AMERICA (PUBLICLY TRADED SECURITIES) | $738,789 | $741,944 | -$3,155 | -$3,155 |
| BANK OF AMERICA (PUBLICLY TRADED SECURITIES) | $3,953,448 | $4,054,909 | -$101,461 | -$101,461 |
| JP MORGAN (PUBLICLY TRADED SECURITIES) | $2,321,898 | $2,171,684 | $150,214 | $150,214 |
| JP MORGAN (PUBLICLY TRADED SECURITIES) | $7,106,901 | $4,532,808 | $2,574,093 | $2,574,093 |
| JP MORGAN (PUBLICLY TRADED SECURITIES)(WASHSALE) | $915 | $915 | ||
| JP MORGAN (PUBLICLY TRADES SECURITIES)( WASH SALE) | $565 | $565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,621,171 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,866 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $71,866 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $21,691 | OverpaymentAmt |
| Applied To ES Tax | $21,691 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INNOVATIVE CPA GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032814933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY SMART | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | CHAIR,SECRETARY AND DIRECT | 15.00 | $112,500 | $0 | $0 |
| DAVID STONE | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | PRESIDENT,TREASURER AND DI | 15.00 | $112,500 | $0 | $0 |
| JIM DANATOS | ||||||||
| 1333A NORTH AVENUE 432 | NEW ROCHELLE | NY | 108042120 | DIRECTOR | 5.00 | $27,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVENUE | NEW YORK | NY | 10017 | INVESTMENT MANAGMENT | $197,186 |
| FIDUCIENT ADVISORS LLC | |||||
| 500 W MADISON STREET SUITE 1700 | CHICAGO | IL | 60661 | INVESTING CONSULTING | $57,647 |
| TM BYXBEE CO | |||||
| 2319 WHITNEY AVENUE | HAMDEN | CT | 06518 | ACCOUNTING | $55,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $69,908,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $220,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,128,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,128,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,051,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,076,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,453,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,453,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,155 | TotalTaxAmt |
| Distributable Before Adj | $3,403,691 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,403,691 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,403,691 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,526,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,526,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,403,691 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,805,226 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,526,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,805,226 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $720,914 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,682,777 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AEOLIAN CHAMBER PLAYERS INC | ||||||||
| 173 RIVERSIDE DRIVE | NEW YORK | NY | 10024 | NONE | PC | BACH VIRTUOSI FESTIVAL AND BACH VIRTUOSI FESTIVAL MAINE | $50,000 | |
| AMERICAN ACADEMY IN BERLIN | ||||||||
| 14 E 60TH ST SUITE 1104 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AMERICANS FOR BEN-GURION UNIVERSITY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | NONE | PC | FUND PROF SHOSH ARAD'S SULFATED POLYSACCHARIDES OF RED MICROALGAE-BIOTECHNOLOGY | $50,000 | FLOOR |
| ARTISIDES DESOUSA MENDES FOUNDATION US | ||||||||
| 1 TENNYSON PLACE | GREENLAWN | NY | 11740 | NONE | PC | SEYMON PINKHASOV FILM "THE HAGGADAHOF SARAJEVO" | $25,000 | |
| ASPEN CENTER FOR PHYSICS | ||||||||
| 700 W GILLESPIE ST | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING FUND | $20,000 | |
| AT HOME ON THE SOUND INC | ||||||||
| PO BOX 523 | MAMARONECK | NY | 10543 | NONE | PC | EXPAND PROGRAMS | $10,000 | |
| BETH EL SYNAGOGUE CENTER | ||||||||
| 1324 NORTH AVENUE | NEW ROCHELLE | NY | 10804 | NONE | PC | PROGRAMMING FOR THE SENIOR POPULATION | $25,000 | |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | ||||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | NONE | PC | 2024-2024 SEASON PROGRAMS | $25,000 | |
| CHATHAM DAY SCHOOL INC | ||||||||
| 700 SHUNPIKE ROAD | CHATHAM | NJ | 07928 | NONE | PC | TOGETHER WE PLAY CAPITAL CAMPAIGN | $50,000 | |
| COLUMBUS HOUSE | ||||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | NONE | PC | GENERAL OPERATING EXPENSES | $50,000 | |
| COMMITTEE FOR CATSKILL RESORT MUSEUM INC | ||||||||
| 90 CANAL STREET | ELLENVILLE | NY | 12428 | NONE | PC | CATSKILLS BORSCH BELT MUSEUM | $20,000 | |
| CONNECTICUT HOSPICE INC | ||||||||
| 100 DOUBLE BEACH ROAD | BRANFORD | CT | 06405 | NONE | PC | GUIDE INITIATIVE | $20,000 | |
| CONNECTICUT NEWS PROJECT INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT INVESTIGATIVE REPORTING AND OPERATING EXPENSES | $50,000 | |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | PC | SUPPORT OF THE NEW ENGLAND NEWS COLLABORATIVE | $50,000 | |
| DOBBS FERRY HISTORICAL SOCIETY | ||||||||
| 12 ELM STREET | DOBBS FERRY | NY | 10522 | NONE | PC | MEAD HOUSE FENCE REPAIR AND MAINTENANCE | $10,000 | |
| ELI WHITNEY MUSEUM | ||||||||
| 915 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PC | GENERAL OPERATING EXPENSES | $20,000 | |
| FAIRLEIGH DICKINSON UNIVERISTY | ||||||||
| 285 MADISON AVENUE M-DBO-01 | MADISON | NJ | 07940 | NONE | PC | SUPPORT SCHOLARSHIPS IN THEATRE AND FILM AT THE SCHOOL OF ARTS | $5,000 | |
| FOLKSBEINE YIDDISH THEATRE INC | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | SUPPORT FOR 12-PART ONLINE YIDDISH CONCERT SERIES | $50,000 | |
| FOOTE SCHOOL ASSOCIATION INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | NONE | PC | HORIZONS AT FOOTE | $50,000 | |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC | ||||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | NONE | PC | CALLING ALL KIDS | $10,000 | |
| FOUNTAIN THEATRE | ||||||||
| 5060 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | NONE | PC | OPERATING FUNDS FOR ITS PRODUCTION OF STEPHEN SACHS FATHERLAND | $15,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | WESTCHESTER REVIEW | $25,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | HOLOCAUST AWARENESS THROUGH DOCUMENTARY FILM | $25,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | WESTCHESTER REVIEW | $10,000 | |
| FRIENDS ASSOCIATION FOR CARE & PROTECTION OF CHILDREN | ||||||||
| 113 WEST CHESTNUT STREET | WESTCHESTER | PA | 19380 | NONE | PC | GENERAL OPERATING FUNDS | $25,000 | |
| FRIENDS OF THE OLD CROTON AQUEDUCT INC | ||||||||
| 15 WALNUT STREET | DOBBS FERRY | NY | 10522 | NONE | PC | FUND EXHIBIT AT THE KEEPER'S HOUSE | $10,000 | |
| HEBREW FREE LOAN SOCIETY INC | ||||||||
| 675 THIRD AVENUE 19TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HOPKINS SCHOOL INCORPORATED | ||||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PC | PATHFINDERS PROGRAM | $35,000 | |
| INDEPENDENT FEATURE PROJECT INC | ||||||||
| 55 WASHINGTON STREET SUITE 324 | BROOKLYN | NY | 11201 | NONE | PC | VISION FRAME LLC DOCUMENTARY FILM "LAPIDUS: ARCHITECT OF JOY" | $25,000 | |
| INDEPENDENT FEATURE PROJECT INC | ||||||||
| 55 WASHINGTON STREET SUITE 324 | BROOKLYN | NY | 11201 | NONE | PC | VAST PRODUCTIONS DOCUMENTARY FILM "SINGING UP THE PAST" | $25,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICE INC | ||||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | NONE | PC | PROVIDE MEDICAL AND MENTAL HEALTH SERVICES FOR RESETTLED REFUGEES AND IMMIGRANTS | $50,000 | |
| INTERNATIONAL OCD FOUNDATION INC | ||||||||
| PO BOX 961029 | BOSTON | MA | 02196 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| INTERNEWS NETWORKS | ||||||||
| PO BOX 4448 | ARCATA | CA | 95518 | NONE | PC | EARTH JOURNALISM NETWORK | $10,000 | |
| ISRAEL CANCER RESEARCH FUND INC | ||||||||
| 52 VANDERBILT AVE SUTIE 1510 | NEW YORK | NY | 10017 | NONE | PC | FUND PROJECT OF AVI-HAI HOVAV, PHD OF HEBREW UNIVERSITY OF JERUSALEM | $66,000 | |
| JEWISH INTEREST FREE LOAN OF ATLANTA INC | ||||||||
| 4549 CHAMBLEE DUNWOODY ROAD | CHAMBLEE | GA | 30341 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 615 N WOLFE STREET E2132 | BALTIMORE | MD | 212052179 | NONE | PC | ADVANCE FIVE PRIORITY GUN VIOLENCE SOLUTIONS POLICIES | $25,000 | |
| KOREAN CULTURAL CENTER OF CHICAGO | ||||||||
| 9925 CAPITOL DR | WHEELING | IL | 60090 | NONE | PC | EXHIBIT "SYMBOLISM IN TRADITIONAL KOREAN ART AND CULTURE | $15,000 | |
| LEAP | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | NONE | PC | SUPPORT ENRICHMENT PROGRAM FOR YOUTH OF COLOR IN NEW HAVEN | $35,000 | |
| MONTCLAIR STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | NONE | PC | FUND RESEARCH PROJECT ON INFORMATION ASYMMETRY IN DIGITAL MARKETS | $25,000 | |
| MUSEUM OF EARLY TRADES AND CRAFTS | ||||||||
| 9 MAIN STREET | MADISON | NJ | 07940 | NONE | PC | CREATIVE EDUCATION INITIATIVE | $5,000 | |
| MUSIC CONSERVATORY OF WESTCHESTER | ||||||||
| 216 CENTRAL AVENUE | WHITE PLAINS | NY | 10606 | NONE | PC | SUPPORT THE CONSERVATORY'S MUSIC INSTRUCTION PROGRAMS FY2024-2025 | $25,000 | |
| MUSIC MOUNTAIN INC | ||||||||
| PO BOX 738 | LAKEVILLE | CT | 06039 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MUSIC MOUNTAIN INC | ||||||||
| PO BOX 738 | LAKEVILLE | CT | 06039 | NONE | PC | SUPPORT EDUCATION OUTREACH, COOPERATION WITH WSHU AND UNDERWRITE CONCERT | $20,000 | |
| NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION | ||||||||
| 33 CARLA LANE | IRVINGTON | NY | 10533 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| FOLKSBEINE YIDDISH THEATRE INC | ||||||||
| 36 BATTERY PLACE 4TH FLOOR | NEW YORK | NY | 10280 | NONE | PC | SUPPORT FOR STRATEGIC PLAN | $100,000 | |
| NEIGHBORHOOD MUSIC SCHOOL | ||||||||
| 100 AUDUBON STREET | NEW HAVEN | CT | 06515 | NONE | PC | FUNDING FOR TEACHER SUPPORT AND DEVELOPEMENT | $10,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | SUPPORT PROGRAMMING DURING THE ARTS CENTER 2024-25 SEASON AND SPOTLIGHT GALA | $125,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | STONE FAMILY CREATIVE DEVELOPMENT FUND | $100,000 | |
| NEW ROCHELLE POLICE FOUNDATION INC | ||||||||
| PO BOX 96 | NEW ROCHELLE | NY | 10804 | NONE | PC | FUND NEW ROCHELLE POLICE DEPARTMENT'S MENTORING IN BLUE PROGRAM | $25,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 22 WASHINGTON SQUARE NORTH | NEW YORK | NY | 10011 | NONE | PC | NYU SCHOOL OF LAW DAVID BOIES PRIZE PROGRAM | $175,000 | |
| PECCADILLO THEATER COMPANY INC | ||||||||
| 423 W 46TH STREET | NEW YORK | NY | 10036 | NONE | PC | SUPPORT FOR UNDERPRIVILEGED ACCESS TO THEATRE AND GENERAL OPERATING EXPENSES | $200,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $100,000 | |
| PURCHASE COLLEGE FOUNDATION | ||||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | NONE | PC | THE PURCHASE COLLEGE JEWISH STUDIES PROGRAM | $25,000 | |
| PURCHASE COLLEGE FOUNDATION | ||||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | NONE | PC | SUPPORT PUBLIC PROGRAMS AND OTHER NEEDS OF JEWISH STUDIES PROGRAM | $25,000 | |
| REUNION SPORTIVE D HAITI INC | ||||||||
| 903 KENNEBEC AVENUE | TAKOMA PARK | MD | 20912 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | WSHU GENERAL OPERATING EXPENSES | $50,000 | |
| SCHOOLHOUSE THEATER FOUNDATION INC | ||||||||
| 18 POMANDER WALK | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 30 BROAD STREET SUITE 801 | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SCIENCE FRIDAY INITIATIVE INC | ||||||||
| 30 BROAD STREET SUITE 801 | NEW YORK | NY | 10004 | NONE | PC | OPERATING EXPENSES | $10,000 | |
| SOCIAL IMPACT PARTNERS INC | ||||||||
| 1221 POST ROAD EAST SUITE 302 | WESTPORT | CT | 06880 | NONE | PC | SUPPORT CONSULTING PROGRAMS RELATING TO CT STATE COLLEGE SYSTEM AND NONPROFIT ORGANIZATIONS | $100,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL OPERATING AND PROGRAM SUPPORT | $65,000 | |
| ST MARTIN DE PORRES ACADEMY INC | ||||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | NONE | PC | FUNDING FOR SMPA GRADUATE SUPPORT PROGRAM | $35,000 | |
| ST MICHAELS CONCOURS DELEGANCE INC | ||||||||
| PO BOX A | ST MICHAELS | MD | 21663 | NONE | PC | QUEEN ANNE'S COUNTY MENTAL HEALTH COMMITTEE | $5,000 | |
| SUMMITT MUSIC FESTIVAL | ||||||||
| 270 WASHINGTON AVENUE | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL SUPPORT | $32,000 | |
| SUPPORT NETWORK | ||||||||
| 214 MAIN STREET SECOND FLOOR | MADISON | NJ | 07940 | NONE | PC | CURJOYFUL STORE PILOT PROGRAM | $200,000 | |
| SUPPORT NETWORK | ||||||||
| 214 MAIN STREET SECOND FLOOR | MADISON | NJ | 07940 | NONE | PC | CURRENT PROGRAM EXPANSION | $10,000 | |
| SYMPHONY OF WESTCHESTER INC | ||||||||
| 10 DAVID DRIVE | NEW ROCHELLE | NY | 10804 | NONE | PC | MUSICIAN FEES FOR REHEARSAL AND PERFOORMANCES | $20,000 | |
| SYRACUSE HILLEL INC | ||||||||
| 102 WALNUT PL | SYRACUSE | NY | 13210 | NONE | PC | SUPPORT AND INSPIRE JEWISH STUDENTS AT SYRACUSE UNIVERSITY | $10,000 | |
| TAARA US INC | ||||||||
| 505 5TH ST UNIT B | PALISADES PARK | NJ | 07650 | NONE | PC | EMPOWERING SURVIVORS AND EXPANDING PREVENTION | $10,000 | |
| THE ACTING COMPANY INC | ||||||||
| 630 9TH AVE SUITE 603 | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING EXPENSES | $13,500 | |
| THE LITTLE ORCHESTRA SOCIETY- OPRHEON INC | ||||||||
| PO BOX 321945 | NEW YORK | NY | 10032 | NONE | PC | SUPPORT MUSIC EDUCATION PROGRAMS AND CONCERT ATTENDANCE ACTIVITIES | $10,000 | |
| THE OPPORTUNITY PROJECT INC | ||||||||
| 60 EAST WILLOW STREET | MILLBURN | NJ | 07041 | NONE | PC | OPPORTUNITY PROJECT CLUBHOUSE | $25,000 | |
| THROUGHLINE ARTISTS INC | ||||||||
| 15 W 53RD STREET 22F | NEW YORK | NY | 10019 | NONE | PC | SUMMER SHORTS FILM FEST COSTS | $10,000 | |
| TOWN OF HARRISON | ||||||||
| 1 HEINEMAN PLACE | HARRISON | NY | 10528 | NONE | PC | GENERAL OPERATING EXPENSES AND PROGRAMS | $25,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5550 SOUTH GREENWOOD AVENUE | CHICAGO | IL | 60637 | NONE | PC | GENERAL OPERATIONS OF SMART MUSEUM | $100,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 9011 MOUNTAIN RIDGE DR SUITE 150 | AUSTIN | TX | 78759 | NONE | PC | FUNDING FOR WORK ON FIGHTING INFECTIONS VIA RARE ISOTOPE BIOFILMS | $100,000 | |
| UNTERMYER GARDENS CONSERVANCY | ||||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| USHER III INITITATIVE | ||||||||
| 191 N WACKER DRIVE SUITE 1790 | CHICAGO | IL | 60606 | NONE | PC | SUPPORT RESEARCH IN TREATMENTS AND A CURE FOR USHER III DISEASE | $25,000 | |
| WESTCHESTER CHAMBER MUSIC SOCIETY INC | ||||||||
| 823 LONG HILL ROAD WEST | BRIARCLIFF MANOR | NY | 10510 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| WORLD JEWISH RELIEF USA INC | ||||||||
| 1350 5TH AVE FLOOR 2 SUITE 266 | NEW YORK | NY | 10019 | NONE | PC | WORLD JEWISH RELIEF PROGRAMS | $15,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,148,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,415,871 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,621,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,037,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,037,042 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $55,618 | Amt |
| Net Investment Income | $11,124 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,495 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| IMPROVEMENTS (SHELVING , CARPETING) | 2017-01-01 | $6,786 | $6,786 | SL | 3.000000000000 | $0 | $0 |
| NEW COMPUTER EQUIPMENT | 2017-01-01 | $4,647 | $4,647 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP | 2017-01-01 | $8,896 | $8,896 | SL | 3.000000000000 | $0 | $0 |
| NEW COMPUTER | 2024-04-25 | $2,099 | SL | 3.000000000000 | $466 | $0 | |
| NEW LAPTOP | 2024-06-20 | $1,867 | SL | 3.000000000000 | $311 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | IN 2024 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. IN ADDITION, THE DIRECTORS ARE REIMBURSED FOR CETAIN TRAVEL AND OTHER EXPENSES THAT ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (51 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS | $397,882 | $395,072 |
| BARCLAYS PLC | $180,576 | $190,234 |
| BANK OF NOVA SCOTIA SENIOR UNSECURED | $264,658 | $252,542 |
| BENCHMARK 2018-CMO 2018 B2 A2 | $5,268 | $5,040 |
| CAPITAL ONE FINANCIAL CO | $168,813 | $175,542 |
| CARMAX AUTO OWN ABS 2002 | $167,222 | $168,048 |
| CARRIER GLOBAL CORP | $73,882 | $73,516 |
| CHARLES SCWAB CORP | $54,003 | $54,596 |
| CHARLES SCWAB CORP | $49,236 | $49,409 |
| CITIGROUP COMME CMO2017 | $173,834 | $173,525 |
| CVS HEALTH CORP | $171,891 | $160,787 |
| CONSTELLATION BRANDS INC | $82,463 | $82,074 |
| ENERGY TRANSFER PARTNERS | $88,019 | $86,932 |
| ENTERPRISE PRODUCTS OPER | $130,210 | $124,820 |
| FHLMC RA 7128 03 50%2052 | $468,274 | $454,181 |
| FHLMC SB 8073 01 50%2035 | $431,252 | $364,413 |
| FNMA PCA4978 03%2050 | $187,510 | $151,709 |
| FNMA PCA5658 02 50%2050 | $335,170 | $263,570 |
| FNMA PCA5701 02 50%2050 | $113,954 | $88,855 |
| FNMA PCA8132 02 50%2050 | $345,440 | $278,027 |
| FNMA PFM8579 02 50%2051 | $465,570 | $373,345 |
| FNMA PFM1239 03 50%2051 | $494,370 | $473,853 |
| FNMA PFS1820 03%2051 | $313,376 | $282,895 |
| FNMA PFS7280 05%2053 | $388,353 | $386,540 |
| FNMA PMA4441 01 50%2036 | $432,873 | $368,485 |
| GOLDMAN SACHS GROUP INC | $21,529 | $20,925 |
| GOLDMAN SACHS GROUP INC | $136,327 | $117,758 |
| HOME DEPOT INC | $74,938 | $73,987 |
| HCA INC | $162,786 | $161,944 |
| HP ENTERPRISE CO | $88,740 | $84,717 |
| JPMORGAN CHASE & CO | $223,428 | $221,829 |
| KROGER CO | $180,638 | $174,332 |
| LOUISVILLE GAS & ELEC | $173,768 | $162,864 |
| META PLATFORMS INC | $87,198 | $79,980 |
| MICRON TECHNOLOGY INC | $109,496 | $109,890 |
| MORGAN STANLEY | $166,425 | $168,813 |
| NEXTERA ENERGY CAP HLDGS INC | $184,862 | $174,805 |
| PFIZER INVESTMENT ENTER | $89,195 | $79,587 |
| PHILIP MORRIS INTL INC | $85,349 | $87,552 |
| ROYAL BANK OF CANADA | $125,244 | $119,591 |
| SYNCHRONY CARD ABS 2022 | $248,545 | $254,036 |
| T-MOBILE USA INC | $84,936 | $83,627 |
| TAPESTRY INC | $72,168 | $71,207 |
| TARGA RESOURCES PARTNERS | $85,085 | $88,226 |
| TRUST FINL CORP | $92,937 | $91,127 |
| UNITED TECHNOLOGIES CORP | $115,237 | $116,798 |
| UNITED HEALTH GROUP INC | $94,841 | $90,134 |
| USD ROYAL BK CANADA SER GMTN | $110,801 | $111,029 |
| VERIZON MASTER ABS 2002 | $220,069 | $224,030 |
| WARNERMEDIA HOLDINGS INC | $86,025 | $86,034 |
| JPM DEPOSIT SWEEP | $195,811 | $195,811 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (110 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADYEN NV -UNSPON | $55,908 | $67,905 |
| AON PCL CLASS A | $33,590 | $48,127 |
| ARCH CAPITAL GROUP LTD | $64,488 | $81,730 |
| ASM INTERNATIONAL NY REG SHS | $39,203 | $53,500 |
| ASML HOLDING NV NY REG SHS | $35,977 | $70,694 |
| ASTRAZENECA PLC-SPONS ADR | $90,567 | $87,993 |
| ATLASSIAN CORP PLC-CLASS A | $51,223 | $69,363 |
| BAE SYSTEMS PLC SPON ADR | $58,471 | $63,676 |
| CANADIAN NATURAL RESOURCES | $48,152 | $47,694 |
| CANAADIAN PACIFIC KANSAS CITY | $67,401 | $76,206 |
| COMPASS GROUP PLC SPON ADR | $48,253 | $58,682 |
| COUPANG INC | $59,439 | $70,380 |
| EXPERIAN PCL SPONS ADR | $37,112 | $46,405 |
| FERGUSON PLC | $44,601 | $52,765 |
| FERRARI NV | $51,138 | $113,857 |
| ICICI BANK LTD SPON ADR | $50,027 | $66,379 |
| ICON PLC | $91,239 | $87,868 |
| LINDE PLC | $55,780 | $68,662 |
| MEITUAN-UNSP ADR | $114,230 | $80,802 |
| MERCADOLIBRE INC | $41,134 | $51,013 |
| MITSUBISHI HEAVY INDUSTRIES | $70,297 | $86,290 |
| MONDAY.COM LTD | $55,072 | $58,625 |
| NOVO-NORDISK A/S SPONS ADR | $81,021 | $122,320 |
| NU HOLDINGS LTD/CAYMAN ISL-A | $48,607 | $48,951 |
| ROLLS-ROYCE HOLDINGS SP ADR | $93,300 | $88,424 |
| SAFRAN SA UNSPON ADR | $98,247 | $114,396 |
| SAP SE-SPONSORED ADR | $114,867 | $111,533 |
| SCHNEIDER ELECT SE-UNSP ADR | $44,378 | $68,950 |
| SEA LTD ADR | $90,595 | $127,320 |
| SIEMENS ENERGY AG-UNSP ADR | $66,645 | $78,189 |
| SPOTIFY TECHONOLOGY SA | $73,931 | $106,029 |
| STERIS PLC | $49,192 | $65,368 |
| TAIWAN SEMICONDUCTOR-SP ADR | $109,775 | $149,500 |
| UBS GROUP AG REG | $55,478 | $57,608 |
| WASTE CONNECTIONS INC | $39,116 | $46,498 |
| 3L GROUP PLC-UNSPON ADR | $75,619 | $84,569 |
| ACUSHNET HOLDINGS CORP | $53,455 | $72,075 |
| ADDUS HOMECARE CORP | $71,162 | $99,403 |
| ADVANCED ENERGY INDUSTRIES | $66,219 | $82,791 |
| AGREE REALTY CORP | $35,742 | $43,820 |
| ALAMO GROUP INC | $93,292 | $84,031 |
| AMBARELLA INC | $76,149 | $76,159 |
| AMN HEALTHCARE SERVICES INC | $78,346 | $28,776 |
| ATLANTIC UNION BANKSHARES CO | $69,884 | $98,791 |
| AVANOS MEDICAL INC | $96,944 | $55,322 |
| BALCHEM CORP | $53,012 | $81,661 |
| BALDWIN INSURANCE GROUP INC/TH | $43,125 | $70,039 |
| BENCHMARK ELECTRONICS INC | $52,928 | $100,016 |
| BLACKBAUD INC | $72,046 | $79,242 |
| BOOT BARN HOLDINGS INC | $38,556 | $126,618 |
| CARETRUST REIT INC | $52,410 | $55,696 |
| CASS INFORMATION SYSTEMS INC | $48,047 | $49,951 |
| CHESAPEAKE UTILITIES CORP | $51,855 | $61,646 |
| COHU INV | $69,718 | $61,410 |
| CSW INDUSTRIALS INC | $30,901 | $89,611 |
| CTS CORP | $35,445 | $61,800 |
| DIODES INC | $76,988 | $67,282 |
| DORMAN PRODUCTS INC | $53,385 | $98,976 |
| ENERSYS | $75,561 | $81,523 |
| ENOVIS CORP | $107,552 | $92,455 |
| ENPRO INDUSTRIES INC | $71,094 | $118,473 |
| ESCO TECHNOLOGIES | $73,544 | $92,048 |
| EXLSERVICE HOLDINGS INC | $55,106 | $104,426 |
| FRANKLIN ELECTRIC CO INC | $44,506 | $64,512 |
| ICF INTERNATIONAL INC | $72,253 | $93,103 |
| IDACORP INC | $68,611 | $79,447 |
| INTEGER HOLDINGS CORP | $92,185 | $141,796 |
| KAISER ALUMINUM CORP | $71,299 | $72,729 |
| KFORCE INC | $77,002 | $92,194 |
| KORN FERRY | $55,935 | $91,327 |
| LGI HOMES INC | $77,969 | $62,401 |
| LIVERAMP HOLDINGS INC | $58,681 | $58,736 |
| MARCUS & MILLICHAP INC | $84,081 | $95,841 |
| MERCANTILE BANK CORP | $31,167 | $49,028 |
| MOELIS & CO CLASS A | $52,680 | $119,612 |
| MONARCH CASINO & RESORT INC | $72,758 | $83,003 |
| NETSTREIT CORP | $55,333 | $48,987 |
| NORTHERN OIL AND GAS INC | $74,626 | $85,542 |
| NV5 GLOBAL INC | $92,251 | $69,783 |
| OLLIE'S BARGAIN OUTLET HOLDI | $58,401 | $112,802 |
| ORIGIN BANCORP INC | $64,102 | $58,291 |
| PATRICK INDUSTRIES INC | $58,244 | $97,702 |
| POWER INTEGRATIONS INC | $86,234 | $73,053 |
| SEACOAST BANKING CORP/FL | $73,133 | $69,128 |
| SELECTIVE INSURANCE GROUP | $79,842 | $109,699 |
| SIMULATIONS PLUS INC | $54,971 | $43,202 |
| SM ENERGY CO | $70,533 | $83,722 |
| SOUTH STATE CORP | $47,713 | $72,123 |
| STEWART INFORMATION SYSTEMS | $52,092 | $85,105 |
| SUNSTONE HOTEL INVESTORS INC | $55,110 | $60,124 |
| SUPERNUS PHARMACEUTICALS INC | $38,742 | $47,659 |
| UMB FINANCIAL CORP | $47,039 | $82,726 |
| VIAVI SOLUTIONS INC | $50,286 | $49,379 |
| VITAL ENERGY INC | $71,178 | $54,852 |
| BERKSHIRE HATHAWAY INC CL-A | $85,887 | $7,490,120 |
| CONSUTMER DISCRETIONARY SELT | $211,618 | $221,209 |
| FINANCIAL SELECT SECTOR SPDR | $716,345 | $803,583 |
| FIDELITY 500 INDEX FD | $6,213,873 | $12,602,089 |
| HEALTH CARE SELECT SECTOR | $256,040 | $397,852 |
| INDUSTRIAL SELECT SECTOR SPDR | $212,281 | $201,329 |
| INVESCO QQQ TRUST SERIES 1 | $1,753,604 | $3,326,062 |
| INVESCO S&P 500 EQUAL WEIGHT | $884,527 | $1,039,815 |
| VANECK SEMICONDUCTOR ETF | $576,389 | $587,989 |
| VANECK OIL SERVICES ETF | $405,074 | $499,606 |
| ISHARES CORE S&P MIDCAP ETF | $310,070 | $369,561 |
| VANGUARD SMALL CAP ETF | $2,757,368 | $4,578,776 |
| FIDELITY INTL INDX INST PRM | $6,314,838 | $7,133,983 |
| GQG PART EMERG MKTS EQ INST | $1,890,983 | $2,204,148 |
| ISHARES CORE MSCI EMERGING | $2,209,097 | $2,171,151 |
| VANECK GOLD MINERS ETG | $512,957 | $544,018 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,523,416 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,263,873 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COHEN & STEERS RL EST-F | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,555,076 | BookValueAmt |
| EOYFMV | $1,734,246 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| IMPROVEMENTS (SHELVING , CARPETING) | $6,786 | $6,786 | $0 |
| NEW COMPUTER EQUIPMENT | $4,647 | $4,647 | $0 |
| LAPTOP | $8,896 | $8,896 | $0 |
| NEW COMPUTER | $2,099 | $466 | $1,633 |
| NEW LAPTOP | $1,867 | $311 | $1,556 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,657 | LegalFeesAmt |
| Net Investment Income | $3,731 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,926 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS OTHER | Desc |
| BOY Book Value | $206,000 | BOYBookValueAmt |
| EOY Book Value | $206,000 | EOYBookValueAmt |
| EOYFMV | $206,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 12/31/2024 COST ADJUSTMENT | Desc |
| Amt | $16,094 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | $12,733 | $2,547 | $10,186 |
| TELEPHONE | $2,120 | $424 | $1,696 |
| ADP FEES | $5,364 | $1,073 | $4,291 |
| POSTAGE | $744 | $149 | $595 |
| INSURANCE | $7,909 | $1,582 | $6,328 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITY | Desc |
| BOY Book Value | $32,967 | BOYBookValueAmt |
| EOY Book Value | $6,863 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $245,417 | $245,417 | $0 |
| PROFESSIONAL FEES | $64,147 | $58,947 | $5,200 |
| AUDIT EXPENSE | $34,373 | $6,875 | $27,499 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $31,286 | $31,286 | $0 |
| EXCISE TAX | $40,000 | $0 | $0 |